DB Wealth Management Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $147K | Hold |
1,895
| – | – | 0.08% | 102 |
|
|
2023
Q3 | $131K | Hold |
1,895
| – | – | 0.08% | 102 |
|
|
2023
Q2 | $138K | Hold |
1,895
| – | – | 0.08% | 97 |
|
|
2023
Q1 | $132K | Hold |
1,895
| – | – | 0.08% | 95 |
|
|
2022
Q4 | $128K | Buy |
1,895
+359
| +23% | +$24.2K | 0.08% | 94 |
|
|
2022
Q3 | $95K | Hold |
1,536
| – | – | 0.07% | 111 |
|
|
2022
Q2 | $99K | Buy |
1,536
+273
| +22% | +$17.6K | 0.07% | 113 |
|
|
2022
Q1 | $99K | Buy |
1,263
+492
| +64% | +$38.6K | 0.06% | 119 |
|
|
2021
Q4 | $64K | Hold |
771
| – | – | 0.04% | 148 |
|
|
2021
Q3 | $60K | Hold |
771
| – | – | 0.04% | 145 |
|
|
2021
Q2 | $61K | Hold |
771
| – | – | 0.04% | 146 |
|
|
2021
Q1 | $57K | Hold |
771
| – | – | 0.04% | 154 |
|
|
2020
Q4 | $53K | Buy |
+771
| New | +$53K | 0.04% | 149 |
|